BMO Nesbitt Burns
390 Bay Street
Elgin Tower, 5th Floor
Sault Ste. Marie, ON
Portfolio Manager - Investment Advisor
Judy has over 40 years experience in the financial services industry in a wide variety of positions and prior to joining BMO Nesbitt Burns in April 2018 spent more than 20 years providing integrated financial advice and solutions to high net worth clients and their families.
Estate and Insurance Advisor, Vice President
With over 20 years in the estate planning and insurance industry, Phil has been with BMO Nesbitt Burns Financial Services Inc. (NBFSI) since 1998. Phil provides comprehensive advice for personal estate, corporate estate, insurance and retirement needs. Areas of expertise include estate creation and preservation techniques and corporate financial security planning, all with an emphasis on elimination of taxes. By collaborating with Investment Advisors, Phil facilitates the planning process and coordinates clients' other advisors, including lawyers and accountants.